Microsemi Corp. (NASDAQ:MSCC): After marketing with Microsemi’s management, Cantor Fitzgerald believes the company has numerous growth opportunities and “best of breed” execution. The firm reiterates a Buy rating.

Guess? Inc. (NYSE:GES): Brean Murray said the risk/reward for Guess remains impressive following meetings with management. The firm cited signs of European stabilization and growth in Korea. Brean Murray also noted the company’s strong fashion offerings, higher pricing, and lower inventories. Shares are Buy rated with a $37 price target.

Vishay Intertechnology Inc. (NYSE:VSH): After conducting checks, Stifel Nicolaus believes that distributors, who account for about 50% of Vishay’s sales, have become more cautious. The firm lowered its Q2 revenue growth estimate for the company to just over 8%, at the low end of the company’s guidance for an 8%-15% increase. The firm maintains a Hold rating on the stock.

Apache Corp. (NYSE:APA): Credit Suisse said Apache risk/reward is favorable ahead of tomorrow’s analyst meeting given low expectations. The analyst expects management to address growth concerns and focus on U.S. onshore growth potential and organic pipeline growth in New Ventures. Shares are Outperform rated with a $135 price target.

Global Payments Inc. (NYSE:GPN): After Global Payments reaffirmed its belief that track 2 data from less than 1.5MM cards may have been exported, and added that the personal information of a select number of merchant applicants may have been compromised, Wells Fargo doesn’t think this is a material negative development for the company. However, the firm thinks the stock could continue to trade in a range until investors gain clarity or confidence on a number of issues related to the incident. Nevertheless the firm maintains an Outperform rating on the stock.